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SoFi Technologies

739 hedge funds and large institutions have $10.5B invested in SoFi Technologies in 2025 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 306 increasing their positions, 205 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

15% more call options, than puts

Call options by funds: $2.66B | Put options by funds: $2.31B

5.31% more ownership

Funds ownership: 46.7%52.02% (+5.3%)

4% more funds holding

Funds holding: 708739 (+31)

Holders
739
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.66B
Puts
$2.31B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
501
Ancora Advisors
Ohio
$218K
PWP
502
Prasad Wealth Partners
Ohio
$216K
Federated Hermes
503
Federated Hermes
Pennsylvania
$214K
YCM
504
Yousif Capital Management
Michigan
$211K
GJWM
505
Gilliland Jeter Wealth Management
Arkansas
$209K
VAS
506
Vestmark Advisory Solutions
Massachusetts
$209K
AMG
507
Advisors Management Group
Wisconsin
$207K
GC
508
Guggenheim Capital
Illinois
$207K
DT
509
Diversified Trust
Tennessee
$206K
MCM
510
M1 Capital Management
Michigan
$206K
KF
511
Krilogy Financial
Missouri
$206K
SFA
512
Sequoia Financial Advisors
Ohio
$204K
Comerica Bank
513
Comerica Bank
Texas
$203K
Lido Advisors
514
Lido Advisors
California
$203K
KFP
515
KMG Fiduciary Partners
Ohio
$202K
PAS
516
PKS Advisory Services
New York
$200K
UCFA
517
United Capital Financial Advisors
Texas
$200K
HWM
518
Horizon Wealth Management
Illinois
$198K
FFA
519
Farther Finance Advisors
California
$196K
PWM
520
Palacios Wealth Management
Florida
$195K
PIA
521
Panoramic Investment Advisors
Colorado
$194K
CI
522
Cigna Investments
Connecticut
$193K
JCM
523
Jacobi Capital Management
Pennsylvania
$192K
SWP
524
Sagespring Wealth Partners
Tennessee
$189K
GVAG
525
Great Valley Advisor Group
Delaware
$188K